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Those applying for financial aid will begin to see a redesigned and streamlined FAFSA form and the replacement of the Expected Family Contribution (EFC) with the Student Aid Index (SAI). What you need to know to navigate the new FAFSA.

Industry regulation continues to make it easier to achieve both education and retirement goals. As part of SECURE Act 2.0, employers can match an employee’s student loan repayment with a contribution into their retirement plan.

¿Por qué invertir en plan 529? Un Plan 529 es una de las mejores maneras de ahorrar para la educación e invertir hoy puede significar más dinero ahorrado para el futuro.

Throughout your life, you will have ideal opportunities to save for your goals like retirement and education. Learn how to take advantage of these opportunities when they arise.

See how 529 plans can benefit each generation and potentially help reduce debt.

Learn about how accelerated gifting works with 529 plans a part of your estate planning.

Tips for how to have a conversation with kids focused on saving for education costs.

Learn how to save for education without having to withdraw money from your bank or investment accounts.

View year of enrollment, target risk and individual portfolios.

Learn why Scholar’s Edge can help with your 529 education savings needs.

Learn the tax advantages for 529 plans in your state.

A 529 plan is a tax-advantaged investment vehicle within the United States designed to save for future higher education expenses for a specified beneficiary.